DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

G•••••• V••••••

V••••••• A•••••••• I•••BD affiliatedPlano, Txdual registrantIAPD 5972295

Feed of 09/14/2026

Also filed as Gabe Vallejo

At current firm

0 y

since Feb 18, 2026

In the industry

14 y

since Jun 2, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

V••••••• A•••••••• I••• BD affiliated current
since Feb 18, 2026 · Plano, Tx
S••••• I••••••••• A••••••• I•• independent RIA
Sep 18, 2024 to Oct 23, 2025 · Brownsville, Tx
L•• F•••••••• L•• BD affiliated
Jul 31, 2019 to Dec 18, 2023 · Dallas, Tx
T• A••••••••• I••••••••• M••••••••• L•• former
Oct 21, 2016 to Jan 31, 2018 · Fort Worth, Tx
T• A••••••••• I••• former
Oct 21, 2016 to Jan 31, 2018 · Westlake, Tx
T• A••••••••• I••••••••• M••••••••• L•• former
Feb 10, 2014 to Jan 19, 2016 · Fort Worth, Tx
T• A••••••••• I••• former
Feb 10, 2014 to Jan 19, 2016 · Westlake, Tx

Moves

a registration end followed by a registration begin elsewhere

S••••• I••••••••• A••••••• I•• to V••••••• A•••••••• I•••
left Oct 23, 2025, registered Feb 18, 2026 (118 days) · RIA to affiliated broker-dealer or bank
L•• F•••••••• L•• to S••••• I••••••••• A••••••• I••
left Dec 18, 2023, registered Sep 18, 2024 (275 days) · Affiliated broker-dealer or bank to independent RIA
T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left Jan 31, 2018, registered Oct 21, 2016 (-467 days) · channel change inside one enterprise, not a move
T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
left Jan 31, 2018, registered Oct 21, 2016 (-467 days) · Other · moved with a team
T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
left Jan 19, 2016, registered Feb 10, 2014 (-708 days) · channel change inside one enterprise, not a move · moved with a team
T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left Jan 19, 2016, registered Oct 21, 2016 (276 days) · Other

Signals

G•••••• V•••••• left S••••• I••••••••• A••••••• I•• for V••••••• A•••••••• I••• (registered 2026-02-18)
Oct 23, 2025 · Advisor changed firm · fact
G•••••• V•••••• left L•• F•••••••• L•• for S••••• I••••••••• A••••••• I•• (registered 2024-09-18)
Dec 18, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address